Consult Services

What is Consulting?

Consult Encompass

Our Services

What’s Your Ultimate Goal? We Can Get You There! Our Featured Services Customized for You!!!

Business Consultation & Strategies

Solution Based Strategies

Business Succession

When clients work with us, we get them focused on running their business effectively and efficiently.  We work with our clients to build and execute a successful business plan.

Business Consultation

CONSULT ENCOMPASS

Business Consultation

  • Profitability
  • People/Staff
  • Stagnation
  • Growth and Development
  • Crisis Management

When the business systematically tackles these challenges and others the business will be more efficient, more profitable, and realization of peace-of-mind.

CONSULT ENCOMPASS

Business Strategy

A business plan is like a roadmap. It will guide you to where your business is going, plan how it will get there, and predict when you will arrive at your destination. We have found that very few business owners have a plan. We help our clients design and customize their business plan and monitor it should changes need to be made. Life Happens!
  • Business Analysis & Blueprint (Business Plans)
  • Internal Operations
  • External Opportunities
  • Compliance and Regulation Integration
  • Solution Based Service Referrals

Solution Based Strategies

No need to go outside of Consult to look for solutions to business operational needs when you can access our already vetted Alliance Partners who can meet your needs in achieving your overall business goals.
  • CPA’s
  • Attorney’s
  • Merchant Services
  • Employee Benefits (STD, LTD …)
  • Compliance and Credentialing: Medical billing, insurance and DME credentialing, utilization review, reimbursement practices, collections and appeals

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CONSULT ENCOMPASS

Financial Strategy

We share customized financial strategies that are usually not shared in the world of financial services. We create plans to position and prepare the wealth you have worked so hard for, in the most tax-efficient way possible. We will help you avoid “the two” unknowns that can derail your financial plan during retirement: the unknown of taxes and a health event that may require you to need long term care (but check with Brian on this) You worked hard to EARN it. We’ll show you how to PRESERVE it.
  • Business / Personal evaluations
  • Positioning you to maximize your efforts
  • Internal / External opportunities

Business Succession

Business Succession and Exit Strategies

Just as important as your Business Plan is having an Exit Strategy. While often looked at (and built) during the last five years of a business owner’s career, it can and should be designed long before you want to exit. A solid Succession Plan can allow you to exit WHEN and HOW you want.

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